Crypto news

10.08.2026
18:10

Standard Chartered sees potential for LINK to rise to $200: a bet on tokenization

RWA tokenization

My analysis of Chainlink's (LINK) market prospects is receiving significant confirmation: experts at the global banking giant Standard Chartered have revised their long-term forecast for this asset, raising the target level to $200 by the end of 2030. This implies nearly a 25-fold increase from current levels, which are hovering around $8.

The key thesis, which I consider fundamentally sound, is positioning LINK as indispensable infrastructure for the tokenized assets (RWA) market. Unlike many speculative coins, Chainlink solves a real technical problem: it ensures reliable transmission of external data into the on-chain environment, which is critically important for institutional participants.

Why Chainlink specifically?

Geoff Kendrick, who heads the digital assets research division at Standard Chartered, rightly calls the protocol the "only end-to-end platform" capable of covering the entire lifecycle of tokenized assets—from DeFi to traditional finance. As real-world assets are moved onto the blockchain, the market will need not just oracles, but comprehensive solutions: secure cross-network interoperability, compliance tools, and verifiable data.

It is telling that the list of clients and users of the network's services includes giants such as SWIFT, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global. These are not just "partnerships for PR"—this is real adoption of the technology into the operational processes of the financial system.

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Hourly chart of LINK/USDT on the Binance exchange. Source: TradingView.

The forecast also assumes that by the end of the decade, Chainlink's fee generation will grow approximately 25-fold. This is ambitious, but it does not seem like fantasy, given that the volume of RWAs on credit platforms and DEXs has already reached $7.4 billion in the second quarter, showing more than a threefold year-over-year increase ($2.3 billion).

However, I would not ignore the risks that Kendrick highlights:

  • A slowdown in the pace of institutional tokenization—if the market develops slower than expected, the forecast will need to be revised.
  • Competition from specialized providers in individual niches—monopoly is not eternal.
  • Technical failures that could undermine trust in the platform—in the world of DeFi, reputation is everything.

My conclusion: Standard Chartered's forecast looks realistic, but only if the tokenization of real-world assets truly becomes mainstream. LINK is not a "meme coin" or hype, but a bet on the infrastructure layer of the future financial system. However, investors should remember: the horizon until 2030 is a marathon, not a sprint, and volatility along the way is inevitable. I would view such levels as a benchmark for a long-term portfolio, not as a guarantee of quick profits.